Create Progress Claim with Commnia

Create a Progress Claim

Progress Claims are created through the Commnia Inbox as an email message with a cost table that can be used as an invoice. This way you retain full transparency within your Inbox.
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1. Select Document Category/Folder

To create a new email, navigate to the menu bar icon and search New Email.

Select the document category from the drop-down list, or type in the search box to find what you need quickly.




If the category is not available from the drop-down list, you will need to create it. To see how to add a new Document Category/Folder click here.


2. Add Recipients

Start typing the name of the contact to display a list of users from the project contact list. Alternatively, you can click on the To, CC or BCC button to display the full global contact list.  

If a contact is not already a part of Commnia, you are able to add them by clicking on the Create New Contact icon.
To see how to Create New Contact - click here.



3. Enter Email Subject

Enter a subject for your new email message.




4. Complete Dynamic Fields

 



  • Standard Clause, copy and paste from a document, or insert directly from a custom template. To learn how to create a Custom Standard Clause Template click here.
  • Cost Table will allow you to include a cost table with your tender as per the below example. You can apply a percentage admin charge which will add a fee based on the value of the cost table. To see the steps click here.
  • Authorisation will display a new field where you can either enter the details of the authorisation or insert directly from a custom template. To learn how to create a Custom Authorisation Template click here.

The Template setup must be completed by a Commmnia Administrator.

5. Enter the Email of the Body

  • Enter your Email Message into the description field. This field is Html which means you can copy and paste directly from emails, web pages and images.
  • Alternatively, select from a list of Custom templates.
  • The templates listed will be filtered based on Progress Claim templates.



To see how to create Custom Correspondence Templates click here.


6. Add Attachments

Files can be attached to the email directly from Commnia Drive, the document register, from your local device or drag and drop files with no restriction on file size.



To learn more about attaching files from Commnia Drive, the document register and from your local device click here.


7. Send Progress Claim

Your email signature will automatically be included in every email communication. You can edit your email signature by clicking on the edit icon.




To learn how to create and edit your signature click here.

Once you've entered all information for your email, you can Preview, Save it as Draft or Send it.

If you have clicked to Send Privately the recipients will not see who else the email has been sent to in the To field.




8. Email

Once you have clicked send, the receiver will receive a formatted email with the option to view it as PDF Letter.


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